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Portfolio (Quarterly) Guide ↗

Boston Partners

· CIK 0001386060
13F Portfolio $112.6B AUM 1,850 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 100 New 405 Added 275 Reduced 65 Exited
Page 19 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 22,375.0 $2.0M 0.00% +4K +23.2% $90.01 +21.1%
362 VIRT VIRTU FINL INC Financial Services 33,369.0 $2.0M 0.00% +6K +23.7% $59.57 +14.0%
363 SIRIUSPOINT LTD 79,594.0 $1.9M 0.00% +15K +23.3% $24.00
364 DDI DOUBLEDOWN INTERACTIVE CO LT Technology 165,051.0 $1.9M 0.00% +31K +23.4% $11.48 +12.3%
365 IFS INTERCORP FINL SVCS INC Financial Services 32,187.0 $1.8M 0.00% +6K +23.2% $56.96 -3.6%
366 SNN SMITH & NEPHEW PLC Healthcare 62,943.0 $1.8M 0.00% +4K +6.1% $28.81 +1.6%
367 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 68,370.0 $1.8M 0.00% +13K +23.1% $26.08 +29.8%
368 BBSI BARRETT BUSINESS SVCS INC Industrials 47,428.0 $1.7M 0.00% +2K +3.9% $35.52 -5.5%
369 RELY REMITLY GLOBAL INC Technology 73,983.0 $1.7M 0.00% +14K +23.5% $22.41 +19.0%
370 RITM RITHM CAPITAL CORP Real Estate 176,349.0 $1.7M 0.00% +33K +23.2% $9.39 +8.5%
371 GRVY GRAVITY CO LTD Technology 24,438.0 $1.6M 0.00% +5K +23.4% $67.15 +6.0%
372 ESEA EUROSEAS LTD Industrials 24,648.0 $1.6M 0.00% +5K +23.3% $66.37 +13.0%
373 ACIW ACI WORLDWIDE INC Technology 29,809.0 $1.5M 0.00% +6K +23.5% $50.29 +3.1%
374 CARS CARS COM INC Consumer Cyclical 136,457.0 $1.5M 0.00% +12K +9.9% $10.94 +11.7%
375 XLF SELECT SECTOR SPDR TR 26,408.0 $1.4M 0.00% +137.0 +0.5% $53.62 +7.2%
376 GSM FERROGLOBE PLC Basic Materials 407,404.0 $1.3M 0.00% +56K +15.9% $3.18 +28.3%
377 LLY ELI LILLY & CO Healthcare 1,057.0 $1.3M 0.00% +77.0 +7.9% $1199.25 +4.7%
378 PRDO PERDOCEO ED CORP Consumer Defensive 39,264.0 $1.3M 0.00% +8K +26.1% $32.00 +3.2%
379 NEWT NEWTEKONE INC Financial Services 84,625.0 $1.3M 0.00% +1K +1.6% $14.81 -15.4%
380 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 72,405.0 $1.2M 0.00% +14K +23.4% $16.96 -5.5%
Page 19 of 21  ·  405 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.4%
Technology 18.0%
Industrials 14.2%
Healthcare 10.8%
Consumer Cyclical 10.4%
Energy 6.4%
Consumer Defensive 6.0%
Basic Materials 5.2%
Utilities 3.3%
Communication Services 3.2%